Bank of Montreal’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350M | Sell |
5,043,452
-429,503
| -8% | -$29.8M | 0.16% | 101 |
|
|
2025
Q1 | $388M | Sell |
5,472,955
-720,720
| -12% | -$51.1M | 0.19% | 89 |
|
|
2024
Q4 | $444M | Buy |
6,193,675
+423,084
| +7% | +$30.3M | 0.21% | 82 |
|
|
2024
Q3 | $488M | Sell |
5,770,591
-97,773
| -2% | -$8.27M | 0.21% | 83 |
|
|
2024
Q2 | $430M | Buy |
5,868,364
+752,151
| +15% | +$55.1M | 0.12% | 92 |
|
|
2024
Q1 | $326M | Buy |
5,116,213
+361,550
| +8% | +$23.1M | 0.1% | 113 |
|
|
2023
Q4 | $290M | Buy |
4,754,663
+852,032
| +22% | +$52M | 0.09% | 116 |
|
|
2023
Q3 | $270M | Buy |
3,902,631
+39,294
| +1% | +$2.71M | 0.09% | 116 |
|
|
2023
Q2 | $294M | Buy |
3,863,337
+41,052
| +1% | +$3.12M | 0.1% | 104 |
|
|
2023
Q1 | $295M | Sell |
3,822,285
-774,826
| -17% | -$59.7M | 0.12% | 96 |
|
|
2022
Q4 | $388M | Buy |
4,597,111
+444,982
| +11% | +$37.5M | 0.17% | 76 |
|
|
2022
Q3 | $332K | Sell |
4,152,129
-702,716
| -14% | -$56.2K | 0.14% | 82 |
|
|
2022
Q2 | $392K | Sell |
4,854,845
-119,437
| -2% | -$9.65K | 0.18% | 80 |
|
|
2022
Q1 | $426M | Sell |
4,974,282
-1,586,417
| -24% | -$136M | 0.21% | 73 |
|
|
2021
Q4 | $609M | Buy |
6,560,699
+599,457
| +10% | +$55.6M | 0.32% | 70 |
|
|
2021
Q3 | $513M | Buy |
5,961,242
+827,814
| +16% | +$71.2M | 0.23% | 75 |
|
|
2021
Q2 | $385M | Buy |
5,133,428
+1,402,400
| +38% | +$105M | 0.19% | 96 |
|
|
2021
Q1 | $290M | Buy |
3,731,028
+179,291
| +5% | +$13.9M | 0.19% | 96 |
|
|
2020
Q4 | $283M | Buy |
3,551,737
+2,852,390
| +408% | +$227M | 0.19% | 93 |
|
|
2020
Q3 | $203M | Sell |
699,347
-33,711
| -5% | -$9.79M | 0.17% | 111 |
|
|
2020
Q2 | $185M | Buy |
733,058
+95,362
| +15% | +$24M | 0.17% | 106 |
|
|
2020
Q1 | $144M | Sell |
637,696
-22,725
| -3% | -$5.15M | 0.17% | 113 |
|
|
2019
Q4 | $160M | Sell |
660,421
-12,534
| -2% | -$3.04M | 0.12% | 151 |
|
|
2019
Q3 | $157M | Sell |
672,955
-813
| -0.1% | -$189K | 0.14% | 136 |
|
|
2019
Q2 | $138M | Buy |
673,768
+84,299
| +14% | +$17.3M | 0.12% | 153 |
|
|
2019
Q1 | $114M | Sell |
589,469
-13,444
| -2% | -$2.6M | 0.1% | 179 |
|
|
2018
Q4 | $105M | Sell |
602,913
-23,139
| -4% | -$4.02M | 0.1% | 176 |
|
|
2018
Q3 | $105M | Buy |
626,052
+74,005
| +13% | +$12.4M | 0.08% | 216 |
|
|
2018
Q2 | $92.2M | Sell |
552,047
-131,294
| -19% | -$21.9M | 0.08% | 228 |
|
|
2018
Q1 | $112M | Sell |
683,341
-69,614
| -9% | -$11.4M | 0.1% | 201 |
|
|
2017
Q4 | $118M | Buy |
752,955
+158,087
| +27% | +$24.7M | 0.1% | 190 |
|
|
2017
Q3 | $87.2M | Sell |
594,868
-1,740
| -0.3% | -$255K | 0.08% | 224 |
|
|
2017
Q2 | $83.6M | Buy |
+596,608
| New | +$83.6M | 0.08% | 222 |
|
|
2017
Q1 | – | Sell |
-485,804
| Closed | -$55.5M | – | 3760 |
|
|
2016
Q4 | $55.5M | Sell |
485,804
-13,798
| -3% | -$1.58M | 0.06% | 264 |
|
|
2016
Q3 | $61.1M | Buy |
499,602
+32,599
| +7% | +$3.99M | 0.07% | 233 |
|
|
2016
Q2 | $60.9M | Buy |
467,003
+65,928
| +16% | +$8.6M | 0.07% | 233 |
|
|
2016
Q1 | $47.5M | Sell |
401,075
-7,711
| -2% | -$913K | 0.05% | 245 |
|
|
2015
Q4 | $42.5M | Buy |
408,786
+62,556
| +18% | +$6.5M | 0.05% | 280 |
|
|
2015
Q3 | $33.8M | Buy |
346,230
+4,843
| +1% | +$472K | 0.05% | 316 |
|
|
2015
Q2 | $33.5M | Sell |
341,387
-5,219
| -2% | -$512K | 0.04% | 359 |
|
|
2015
Q1 | $36.1M | Buy |
346,606
+4,976
| +1% | +$518K | 0.04% | 339 |
|
|
2014
Q4 | $36.3M | Buy |
341,630
+100,905
| +42% | +$10.7M | 0.04% | 322 |
|
|
2014
Q3 | $22.6M | Buy |
240,725
+3,053
| +1% | +$287K | 0.03% | 419 |
|
|
2014
Q2 | $24.4M | Buy |
237,672
+25,126
| +12% | +$2.57M | 0.03% | 382 |
|
|
2014
Q1 | $20.3M | Sell |
212,546
-40,015
| -16% | -$3.83M | 0.03% | 381 |
|
|
2013
Q4 | $21.6M | Buy |
252,561
+16,433
| +7% | +$1.41M | 0.03% | 355 |
|
|
2013
Q3 | $18.9M | Buy |
236,128
+10,299
| +5% | +$826K | 0.03% | 347 |
|
|
2013
Q2 | $18.4M | Buy |
+225,829
| New | +$18.4M | 0.03% | 318 |
|